49,557 Shares in iShares iBonds Dec 2027 Term Corporate ETF $IBDS Purchased by Beaumont Financial Advisors LLC

by · The Cerbat Gem

Beaumont Financial Advisors LLC acquired a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 49,557 shares of the company’s stock, valued at approximately $1,201,000.

Several other institutional investors have also recently made changes to their positions in IBDS. Bank of New York Mellon Corp boosted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 37.2% during the first quarter. Bank of New York Mellon Corp now owns 54,274 shares of the company’s stock worth $1,316,000 after buying an additional 14,713 shares in the last quarter. Mosaic Family Wealth Partners LLC increased its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 116.8% in the first quarter. Mosaic Family Wealth Partners LLC now owns 48,515 shares of the company’s stock valued at $1,176,000 after buying an additional 26,133 shares in the last quarter. Evergreen Private Wealth LLC increased its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 1.3% in the first quarter. Evergreen Private Wealth LLC now owns 148,278 shares of the company’s stock valued at $3,594,000 after buying an additional 1,881 shares in the last quarter. Bogart Wealth LLC raised its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 47.6% in the first quarter. Bogart Wealth LLC now owns 8,285 shares of the company’s stock worth $201,000 after acquiring an additional 2,673 shares during the period. Finally, Ascentis Independent Advisors purchased a new stake in shares of iShares iBonds Dec 2027 Term Corporate ETF during the 1st quarter worth about $85,000.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

IBDS stock opened at $24.17 on Friday. iShares iBonds Dec 2027 Term Corporate ETF has a 52-week low of $24.11 and a 52-week high of $24.38. The company’s 50-day simple moving average is $24.18 and its 200-day simple moving average is $24.23.

About iShares iBonds Dec 2027 Term Corporate ETF

(Free Report)

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.

Featured Stories